Ready to receive our weekly market commentary to your inbox?
Unpacking all of the latest news: each week, we share our observations on the economy and markets.
Capital-Gains Tax For Wealth Americans Written by Emily Graffeo
Business Succession Starts with a Plan When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away? Should you structure your plan to go into effect during your lifetime or at your death? Should you transfer your ownership interest to family members, co-owners, employees, or an…
Retirement Planning: The Basics You may have a very idealistic vision of retirement — doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire, but the benefit that you get from Uncle Sam may not provide enough income for your retirement years. To make…
Article from CNBC - Feb 17, 2021
Huntersville, NC, February 11, 2021 - Cornerstone Wealth Group, LLC (Cornerstone Wealth) announced today the promotions of two executives to Partners.
Barron's By Nick Fortuna / Feb. 17, 2020
Forbes / by Laura Gaskill on Feb. 18, 2020
Being ready to retire means more than being ready to stop waking up at 6:00 a.m. to put in long hours at a job you’re not thrilled about. If it were that simple, most of us would retire at 25. What it really takes to retire is a solid grasp of your budget, a carefully considered investment and spending plan for your life savings, debt that’s under…
The Secure Act, which President Trump signed into law in December, raised the age when IRA holders have to start drawing down their accounts via required minimum distributions to 72 from 70 ½.